BankSync's MCP server connects Claude Cowork to Firstmark Services, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Firstmark Services account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your Firstmark Services transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Firstmark Services data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Firstmark Services transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Firstmark Services accounts.
List all checking, savings, and investment accounts linked through Firstmark Services.
View investment positions, quantities, and market values from Firstmark Services brokerage accounts.
Access buy/sell/dividend transactions from your Firstmark Services investment accounts.
Check outstanding balances, interest rates, and payment schedules for Firstmark Services loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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